Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 144.4M | 47.0B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 117.3M | 38.2B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 60.5M | 19.7B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 59.7M | 19.4B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 55.9M | 18.2B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 48.0M | 15.6B | 0.9% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 42.2M | 13.7B | 0.8% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 29.8M | 9.7B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 26.4M | 8.6B | 0.5% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 22.2M | 7.2B | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.